60,105 Shares in NVIDIA Corporation $NVDA Bought by Corsicana & Co.

Corsicana & Co. bought a new position in shares of NVIDIA Corporation (NASDAQ:NVDA) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 60,105 shares of the computer hardware maker’s stock, valued at approximately $11,214,000. NVIDIA comprises 6.3% of Corsicana & Co.’s portfolio, making the stock its 2nd largest position.

A number of other large investors have also made changes to their positions in NVDA. Kingstone Capital Partners Texas LLC increased its holdings in shares of NVIDIA by 267,959.7% during the second quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock worth $64,976,521,000 after buying an additional 382,231,120 shares in the last quarter. Norges Bank bought a new stake in NVIDIA in the second quarter valued at about $51,386,863,000. Nuveen LLC bought a new position in shares of NVIDIA during the first quarter worth $15,089,414,000. Goldman Sachs Group Inc. increased its position in shares of NVIDIA by 123.5% during the first quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock worth $20,374,921,000 after acquiring an additional 103,889,872 shares in the last quarter. Finally, Laurel Wealth Advisors LLC boosted its position in NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after acquiring an additional 21,725,326 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Analyst Upgrades and Downgrades

NVDA has been the topic of several analyst reports. Craig Hallum upped their price target on shares of NVIDIA from $195.00 to $245.00 and gave the stock a “buy” rating in a research report on Thursday, August 28th. Oppenheimer reiterated an “outperform” rating and issued a $265.00 price objective on shares of NVIDIA in a report on Thursday, November 20th. Arete Research raised their target price on shares of NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research note on Tuesday, November 25th. Wedbush lifted their target price on shares of NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Finally, Truist Financial increased their price target on shares of NVIDIA from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, December 19th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $262.14.

Insider Activity

In other NVIDIA news, EVP Debora Shoquist sold 69,840 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $177.85, for a total value of $12,421,044.00. Following the transaction, the executive vice president directly owned 1,424,603 shares in the company, valued at $253,365,643.55. The trade was a 4.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 2,161,474 shares of company stock worth $396,157,992. Company insiders own 4.17% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: FTC cleared Nvidia’s $5 billion arrangement with Intel, removing a regulatory overhang and helping lift shares on the news. Nvidia’s (NVDA) $5B Intel bet cleared by FTC, stocks pop 3%+
• Positive Sentiment: Nvidia reached a licensing agreement with Groq, hired top Groq engineers and reportedly struck or is finalizing a ~ $20B deal — bolstering NVDA’s AI-inference roadmap and headcount for specialized workloads. That expands product capability and competitive moat. Nvidia Licenses AI-Inference Technology from Chip Startup Groq
• Positive Sentiment: A prominent analyst published a bold 2026 price target on NVDA, reinforcing bullish expectations and supporting sentiment among growth-focused investors. Popular analyst sets bold 2026 price target on Nvidia stock
• Positive Sentiment: Long-form bullish pieces argue NVDA could unlock massive TAM (~$6 trillion by 2026) from cloud AI buildouts and autonomous/robotics adoption — narratives that support higher long-term revenue and valuation. Nvidia: Poised To Unlock $6 Trillion In 2026
• Neutral Sentiment: Technical and market-flow items: NVDA recently crossed above its 50‑day moving average and benefited from year-end/trading-window dynamics and Santa‑Claus rally chatter, which can amplify short-term moves. Nvidia (NVDA) Crossed Above the 50-Day Moving Average
• Negative Sentiment: Several reports warn NVDA faces a near-term cash/financial strain after the ~ $20B Groq outlay (cash or licensing structure unclear) and notable insider share sales — raising investor concern about capital allocation and dilution/treasury needs. Nvidia Has A Cash Problem
• Negative Sentiment: Conflicting coverage (acquisition vs. licensing-only reports) and reports of large cash payments to secure Groq talent introduce uncertainty about the final deal terms and near-term balance-sheet impact. Exclusive: Nvidia buying AI chip startup Groq for about $20 billion
• Negative Sentiment: Insider selling alerts and critical commentary from some investors/strategists are prompting profit-taking — a headwind after a strong YTD rally. Mark Stevens Sells 222,500 Shares of NVIDIA

NVIDIA Trading Down 0.5%

NASDAQ NVDA opened at $188.33 on Friday. The business’s fifty day moving average is $185.97 and its 200 day moving average is $176.21. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The company has a market cap of $4.58 trillion, a price-to-earnings ratio of 46.73, a price-to-earnings-growth ratio of 0.92 and a beta of 2.29.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the prior year, the firm posted $0.81 earnings per share. The business’s quarterly revenue was up 62.5% on a year-over-year basis. As a group, sell-side analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be issued a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is currently 0.99%.

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.